RIA Valuations

[vc_row content_placement=”top” css=”.vc_custom_1502921076505{margin-top: -15px !important;}”][vc_column][vc_text_separator title=”Investment Banks / Lenders / Succession Planning Consultants”][/vc_column][/vc_row][vc_row][vc_column width=”2/3″][vc_row_inner][vc_column_inner width=”1/3″][vc_single_image image=”12292″ img_size=”full” alignment=”center”][/vc_column_inner][vc_column_inner width=”2/3″][vc_column_text]RIA Valuations, an ECHELON Group Company, was launched in 2017 to provide an accurate and user-friendly solution to the never ending challenges wealth advisors face with respect to valuation. Having conducted over 3,000 valuations, the company used its experience to develop a trademarked process called the Valuation Driver Scorecard TM, a host of educational calculators, and over 15 research reports making it the go – to resource to solve a host of succession-related challenges.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_text_separator title=”Initiative” title_align=”separator_align_left”][vc_cta h2=”” shape=”square”]

RIA Valuations

RIA Valuations, an ECHELON Group firm, was launched in 2017 to provide valuations for RIAs in a strategic context. RIA Valuations provides firms with a valuation service that goes beyond a reductive numerical value by understanding the nexus between valuation and the broader needs that RIAs face.

Solution Packages: RIA Valuations has formulated 11 Needs-Based Solution Packages. These solutions utilize the following products and services along with package specific add-ons to provide Advisors with a valuation adapted for their specific situation:

 

• Valuations conducted using three different valuation techniques.

50 -page Comprehensive Valuation Reports, Including 40 analytical graphs.

Proprietary Valuation Driver Scorecard, which analyzes firm ’ s success in the 10 most important valuation driver categories.

Exclusive Business Marketability Scorecard .

Post-Valuation Improvement Opportunities – a detailed list of how firms can improve their valuation.

Market Environment Heat Map for financing, and buyer and seller volume.

See the attachment for further details.

 

Online Calculators & Tools: RIA Valuations offers Advisors several free, online tools and calculators. The attachment accompanying this nomination provides an overview of these tools.

Valuation Research: Drawing on experience conducting thousands of valuations of RIAs, RIA Valuations has assembled an industry leading library of valuation research. See the attachment for further details.

Reach: With the free, online tools, RIA Valuations may reach tens of thousands of Financial Advisors as these tools provide critical answers to question s surrounding the succession/M&A planning processes.

RIA Valuations aims to educate Advisors to “ Discover Their Real Value ” and champion their succession and strategic endeavors.[/vc_cta][vc_text_separator title=”Category Finalists” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″][vc_text_separator title=”Key Business Leader” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Daniel B. Seivert
Founder, CEO[/vc_column_text][vc_raw_html]JTNDYSUyMGNsYXNzJTNEJTIyYnRuJTIwYnRuLWJsb2NrJTIwYnRuLXNtJTIwYnRuLXByaW1hcnklMjIlMjBzdHlsZSUzRCUyMm1hcmdpbi1ib3R0b20lM0ElMjAxNXB4JTNCJTIyJTIwaHJlZiUzRCUyMmh0dHBzJTNBJTJGJTJGd3d3LnJpYS12YWx1YXRpb25zLmNvbSUyRiUyMiUyMHRhcmdldCUzRCUyMl9ibGFuayUyMiUzRVZpc2l0JTIwV2Vic2l0ZSUzQyUyRmElM0U=[/vc_raw_html][/vc_column_inner][vc_column_inner width=”1/2″][vc_single_image image=”16363″ img_size=”full” style=”vc_box_shadow_border”][/vc_column_inner][/vc_row_inner][vc_text_separator title=”Browse All Finalists” title_align=”separator_align_left”][vc_tta_tour style=”modern” shape=”square” alignment=”center” active_section=”1″][vc_tta_section title=”A-C” tab_id=”1501529467684-1f0261dd-0bb8″][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”D-F” tab_id=”1501530807520-dd7a0d30-feae”][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”G-I” tab_id=”1501530819532-8dd13cf8-d1c2″][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”J-L” tab_id=”1501530850723-40988553-31c3″][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”M-O” tab_id=”1501530853167-45b64884-4e50″][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”P-R” tab_id=”1501530856286-7c959001-be66″][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”S-U” tab_id=”1501530859072-008d7e9e-00b5″][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”V-X” tab_id=”1501530862019-488cf0c4-303f”][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”0-9″ tab_id=”1501529467658-32350450-b532″][vc_column_text]

[/vc_column_text][/vc_tta_section][/vc_tta_tour][vc_empty_space height=”15px”][/vc_column][/vc_row][vc_row][vc_column][vc_separator][/vc_column][/vc_row][vc_row][vc_column][vc_raw_html]JTNDYSUyMGNsYXNzJTNEJTIyYnRuJTIwYnRuLWJsb2NrJTIwYnRuLWxnJTIwYnRuLXByaW1hcnklMjIlMjBzdHlsZSUzRCUyMm1hcmdpbi1ib3R0b20lM0ElMjAxNXB4JTNCJTIyJTIwaHJlZiUzRCUyMiUyRjIwMTctYXdhcmQtZmluYWxpc3RzJTJGJTIyJTNFQmFjayUyMHRvJTIwRmluYWxpc3RzJTIwUGFnZSUzQyUyRmElM0U=[/vc_raw_html][/vc_column][/vc_row]